Irfan Raja

About Irfan Raja

Senior Sales & Marketing Leader | Digital Transformation | Asset & Wealth Management | Driving Growth Through Data & Innovation ”Driving measurable sales growth through strategic marketing is my passion- delivering the right message, at the right time, through the right channels.” PROFESSIONAL SUMMARY I’m a Senior Sales & Marketing Leader with 27+ years of experience driving growth at the intersection of digital transformation, asset management, and client experience. My career spans Fortune 100 financial firms, entrepreneurial ventures, and high-growth consulting — all with one common thread: turning strategy into measurable business impact. Highlights of my journey: At Prudential Investments, territories under my leadership (with no wholesalers) generated 10% of $25B in sales. I built a proprietary lead scoring system that delivered 2,600 daily leads, fueling 25% of sales team calls, and achieved 70%+ open rates on fund launch campaigns on several occasions with data driven targeting. At ClientWise, I developed a 100-point predictive lead scoring model and multi-stage nurture campaigns that accelerated advisor engagement and improved ROI across prospects. At ARI Ventures, I scaled a franchise from 0 to clients, ranking Top 3 East Coast, and doubled revenue post-COVID through CRM-driven marketing and operational restructuring. Earlier at AllianceBernstein, I led digital sales enablement and CRM automation initiatives while building deep advisor relationships as both Internal and Regional Wholesaler.

Experience

1. Financial Representative

   Northwestern Mutual

   Sep 2025 — Present · Paramus, NJ, US

   Let\'s create your financial plan. Here\'s how we do it.Better conversations can uncover opportunities that others often overlook and can lead to a better plan. Your plan is built specifically for you, so no two are alike. Together we will look at…Where you are now:Wherever you are today, let\'s start there. With a holistic view of your finances, you\'ll see exactly where you stand now and where to make the right moves for your money.Where you want to go:No matter what\'s next for you, we will look at your goals—and uncover any blind spots and opportunities—so you can get closer to them.The discuss solutions to help take you there.Schedule your planning session with me today!

Education

• Rutgers, The State University of New Jersey-Newark

  Mini MBA

  2012 — 2012

• Montclair State University

  Bachelor of Science (B.S.)

  1991 — 1996

Skills

• Relationship Management
• Campaign Management
• Sales
• Crm
• Wealth Management
• Email Marketing
• SEO
• Marketing Communications
• Strategic Visionary
• Digital Strategy
• E-Commerce SEO
• Management Reporting
• Project Management
• Financial Advisor Needs
• Financial Planning
• Forex Trading
• Financial Planning & Analysis
• Financial Services
• Customer Relationship Management (Crm)
• Creative Thinker
• Strategic Thinking
• Vision/Strategy
• Content Strategy
• Futures Trading
• Marketing
• Integrated Marketing
• Crm Integration
• Leadership
• Chart Analysis
• Web Content Management
• Digital Marketing
• Financial Modeling
• Team Management
• Management
• Talent Mindset
• Lead Generation
• Marketing Strategy
• Analytics
• User Experience
• Investments